Fillable Form H-Ez - Wisconsin Homestead Credit

H-EZ

Instructions for Schedule

Exception Do any of the following apply to you? If yes, you

If you qualify for homestead credit, you may be able to use

Schedule H-EZ to file your claim. See “Do you Qualify?”

may be required to reduce your net property taxes and/or rent

and “Which Schedule to File” on page 4 of the Schedule H

or attach additional information to Schedule H-EZ .

instructions .

• You owned/rented a mobile or manufactured home and/or the

Filling in Schedule H-EZ Use black ink . Round off cents

land on which it was located (see item 3 under Exceptions:

Homeowners on page 12 of the Schedule H instructions and

(drop amounts under 50¢ and increase amounts from 50¢ to

item 4 under Exceptions: Renters on page 13) .

99¢ to the next dollar) . Do not use commas or dollar signs .

• There are names on the property tax bill other than yours or

Amending Schedule H-EZ See “Amending Schedule H or

your spouse’s and/or you owned your homestead with others

H-EZ” on page 6 of the Schedule H instructions.

in 2013 (see items 1 and 2 under Exceptions: Homeowners

on page 12 of the Schedule H instructions) .

STEP 1: CLAIMANT INFORMATION

• The property tax bill does not show any lottery and gaming

Print or type all information requested in the spaces provided .

credit (see item 5 under Exceptions: Homeowners on page 12

Include your social security number (and your spouse’s, if

of the Schedule H instructions) .

applicable) and your tax district . Do not use an address label .

• You moved during 2013 (see item 2 under Exception:

STEP 2: QUESTIONS

Homeowners and/or Renters on page 13 of the Schedule H

Complete lines 1 through 3 . For more information on legal

instructions) .

residency, see the instructions for line 2 of Schedule H .

• You received a) any Wisconsin Works (W2) payments or

b) county relief of $400 or more for any month of 2013 .

STEP 3: HOUSEHOLD INCOME

Complete the Taxes/Rent Reduction Schedule below .

Note: If your spouse died in 2013, see Part 5 on page 16 of

the Schedule H instructions before you continue .

Taxes/Rent Reduction Schedule

Line 4 – Income from Tax Return Fill in the income from

1 Homeowners – fill in the net 2013

your 2013 Wisconsin income tax return . For more information,

property taxes on your homestead . . . . . . . . . . . . . . . . . . . . . 1

including instructions for when you have already filed your return,

2 Renters – if heat was included, fill in 20% (.20),

see the instructions for line 7 of Schedule H .

or if heat was not included, fill in 25% (.25),

of rent from line 13a of the rent certificate(s) . . . . . . 2

Line 5 – Income - No Tax Return Fill in your total (and

3 Add line 1 and line 2; fill in the smaller

your spouse’s total, if married) wages, interest, dividends,

of the total or $1,460 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

and other income taxable to Wisconsin on lines 5a and 5b .

4 Divide line 3 by 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Attach a separate schedule if more space is needed . For more

information, including an available subtraction for medical and

5 Number of months in 2013 for which you did

not receive a) any Wisconsin Works (W2)

long-term care insurance costs, see the instructions for line 8

payments or b) county relief payments of

of Schedule H .

$400 or more . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Lines 6a through 6i – Nontaxable Income Fill in all nontaxable

6 Multiply line 4 by line 5 . Fill in here and

on line 10 (do not fill in line 8 or 9)

household income received in 2013 from any of the sources

of Schedule H-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

indicated . If you are married, combine the incomes of both

spouses . Do not include amounts reported on line 4, 5a, or 5b .

For more information, see the instructions for lines 9a through

STEP 5: CREDIT COMPUTATION

9g, 9i, and 9j of Schedule H . Note: Include Medicare premium

Lines 11 through 14 – Refer to Tables A and B on pages 17

deductions in any amounts entered on lines 6b or 6c .

and 18 of the Schedule H instructions to determine your home-

stead credit. If filing a Wisconsin income tax return, fill in the

Line 7b – Qualifying Dependents Fill in the number of

credit amount on line 32 of Form 1A or line 46 of Form 1 . Do

qualifying dependents . Multiply that amount by $500 . Fill in the

result on line 7b. For a definition of “qualifying dependent,” see

you want the department to compute your credit? If yes, do

not complete these lines . The department will notify you of the

the instructions for line 12b of Schedule H .

amount of your credit .

Line 7c – Total Household Income Is your household income

STEP 6: SIGNING AND FILING YOUR CLAIM

less than your rent or property taxes? If yes, attach a note

explaining how you paid your rent or property taxes and your

Sign and Date Your Claim You must sign and date your

other living expenses (food, utilities, clothing, etc .) .

Schedule H-EZ . If married, your spouse must also sign . Note: A

homestead credit claim may not be signed for or filed on behalf

STEP 4: TAXES AND/OR RENT

of a deceased person .

Homeowners – Fill in the net 2013 property taxes on your

How to Assemble Before filing Schedule H-EZ, see “How to

homestead on line 8. For more information, including a defini-

Assemble” on page 14 of the Schedule H instructions.

tion of “net property taxes,” see the instructions for line 13 of

Schedule H .

Age 65 or older? The Property Tax Deferral Loan Program

Renters – Complete lines 9a and 9b if heat was included in

can help pay your property taxes . See page 3 of Schedule H

your rent and/or lines 9c and 9d if heat was not included . For

for more information .

more information, see the instructions for line 14 of Schedule H .

Form H-Ez - Wisconsin Homestead Credit - 2013 Page 2

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